Latest Institutional Transactions on Select Sector Spdr Consumer Di (XLY)
This table provides information on the latest institutional transactions involving Select Sector Spdr Consumer Di (XLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.49KNew |
$254K - $300K
|
1.49K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-107- 0.92% |
$18.2K - $21.5K
|
11.5K
$2.7M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
407+ 6.14% |
$69.2K - $81.8K
|
7.04K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-425- 23.21% |
$72.3K - $85.4K
|
1.41K
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-50- 2.78% |
$8.5K - $10K
|
1.75K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-196- 1.45% |
$33.3K - $39.4K
|
13.3K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
891+ 10.91% |
$152K - $179K
|
9.06K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
574+ 3.99% |
$97.6K - $115K
|
15K
$3.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
17+ 32.08% |
$2.89K - $3.41K
|
70
$16.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.06K- 26.37% |
$860K - $1.02M
|
14.1K
$3.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-107- 0.08% |
$18.2K - $21.5K
|
131K
$30.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
2.6K+ 164.39% |
$442K - $522K
|
4.18K
$980K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.07K- 5.96% |
$182K - $215K
|
16.9K
$3.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
161+ 12.31% |
$27.4K - $32.3K
|
1.47K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-139- 8.44% |
$23.6K - $27.9K
|
1.51K
$354K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-148- 12.49% |
$25.2K - $29.7K
|
1.04K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
303+ 2.98% |
$51.5K - $60.9K
|
10.5K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.28K- 23.79% |
$218K - $257K
|
4.1K
$962K
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-511- 22.66% |
$86.9K - $103K
|
1.74K
$409K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
28+ 2.07% |
$4.76K - $5.62K
|
1.38K
$324K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6- 0.53% |
$1.02K - $1.21K
|
1.12K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 1.51% |
$4.08K - $4.82K
|
1.62K
$379K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
619+ 1.91% |
$105K - $124K
|
33K
$7.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-546- 11.35% |
$92.8K - $110K
|
4.27K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-4.86K- 19.37% |
$827K - $977K
|
20.2K
$4.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-57- 4.01% |
$9.69K - $11.4K
|
1.37K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.47K+ 44.76% |
$1.61M - $1.9M
|
30.6K
$7.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-17.6K- 20.77% |
$2.99M - $3.54M
|
67.1K
$15.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.07KNew |
$182K - $215K
|
1.07K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.17% |
$850 - $1K
|
2.95K
$691K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-438- 5.1% |
$74.5K - $88K
|
8.15K
$1.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
54.1K+ 1704.0% |
$9.19M - $10.9M
|
57.2K
$13.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
166+ 1.44% |
$28.2K - $33.3K
|
11.7K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
88+ 4.25% |
$15K - $17.7K
|
2.16K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$170 - $201
|
651
$153K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-361K- 31.57% |
$61.5M - $72.6M
|
783K
$184M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
737+ 3.4% |
$125K - $148K
|
22.4K
$5.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.51K+ 5.51% |
$426K - $504K
|
48K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
65+ 2.08% |
$11.1K - $13.1K
|
3.19K
$747K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-191- 20.85% |
$32.5K - $38.4K
|
725
$170K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 1.87% |
$850 - $1K
|
262
$61.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
280+ 2.64% |
$47.6K - $56.2K
|
10.9K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.22K- 11.68% |
$377K - $446K
|
16.8K
$3.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.64K+ 293.56% |
$279K - $330K
|
2.2K
$516K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.55K+ 60.4% |
$264K - $312K
|
4.12K
$966K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
609+ 5.54% |
$104K - $122K
|
11.6K
$2.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 9.18% |
$3.23K - $3.82K
|
226
$53K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-456- 10.56% |
$77.5K - $91.6K
|
3.86K
$906K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
58+ 0.07% |
$9.86K - $11.6K
|
85.5K
$20.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
125+ 138.89% |
$21.3K - $25.1K
|
215
$50.4K
|